UX/UI FecFile Feedback

[exalate-issue-sync]

From the email:

Here are some things I would like to see happen in FecFile. Normally, I have small PACS and JFCs in FecFile and the volume is not excessive; however, this election cycle, I have a couple of campaigns and one, in particular, has a bit of WinRed. I don’t use the import spreadsheet, because I manually have to add in the Conduit Memo/Intermediary so I just manually enter the transactions.

 

QA Notes

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DEV Notes

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Design

A few things I would like to see are the following:

Ability to import the intermediary using the import spreadsheet. Seems we should be able to add a column to the spreadsheet for the Intermediary ID, amount, and election period and it should pull to the contributing donor.

Ability to track contributions to future elections (currently, I keep an excel spreadsheet of all G2024 donations for my particular Fecfile clients.)

Ability to track excessive donors

See full ticket and images here: FECFILE-1901